group admin AssociateSun Life Financial

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.
Job Description:
This covers series of activities designed to effectively administer the program.
Ensures complete processing of all group life new applications within the agreed timeline and 100% accuracy:
Checks accuracy and completeness of BCCS endorsed by Employee Marketing Team, coordinate with EM Team for inconsistencies in the documents.
Validate new business requirement and ensures completeness of the documents including AMLA.
Processes Group Life new business billings within 5 working days from receipt, with 100% accuracy.
Prepares Group Life new business contracts within 10 working days from receipt of complete requirements with 100% accuracy.
Ensures proper and complete recordkeeping of new business requirements and contracts in E-group and Docuvu.
Facilitates group underwriting transactions following standards and procedures within the agreed timeline.
Determines, prepares, releases and monitors underwriting requirements coming from regular and renewal adjustments within 5 working days from receipt of advisory.
Schedules medical examination within 3 working days from receipt of request.
Endorses and monitors cases to Underwriting within 3 working days.
Prepares and releases advisory of decision or additional requirements to client within 2 working days from receipt of file from Underwriting.
Responds to inquiries related to facilitating underwriting.
Monitors and follows up group outstanding premium collection following the standard schedules:
Conducts 3 regular follow-ups for Group Life receivables based on the agreed schedule: 30 days, 45 days and 60 days aging.
Determines policy termination due to lapsation and/or processes policy termination in GLASS from e-group endorsements.
Processes all types of Policy and Non-Policy related disbursements.
Applies and liquidates cash advance ensuring monthly budget availability for employee and client engagement programs.
Processes in CAS and tags in GLASS all types of policy-related disbursements within 10 working days from E-group endorsement.
Endorses physical check to another Group Administration Associate for preparation of covering letter and release.
Facilitates group claims transactions following standards and procedures within the agreed timeline.
Receives and validates eligibility of group claim applications; determines and releases applicable claim requirements and creates claim record within 3 working days from receipt of report.
Logs and endorses claim documents to Claim Section within 2 working days from receipt.
Responds to inquiries related to claim.
Attends and provides prompt response to phone and email inquiries of clients and intermediaries within the timeline indicated below. Immediately escalates cases which are beyond the authority.
Answers simple within first contact resolution; moderate within 2 days and escalates complex cases. Updates clients and intermediaries on resolutions for escalated cases.
Acknowledges emails within 1 day from receipt and provides reply within 2 days and escalates complex cases.
Others
Adept in working with numbers.
Computer literate.
Good interpersonal skills; good communication skills; team player; high tolerance for stress; flexible; attentive to details.
Good attendance and punctuality record.
Job Category: Customer Service / Operations
Posting End Date:
Sun Life Financial

Manila City, Metro Manila Taguig City, Metro Manila
Permanent
Full-time